2023 Form 5500 filing — Sacramento Independent Hotel, Restaurant & Tavern Employees Welfare Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014124031NAL0026165841005) for Sacramento Independent Hotel, Restaurant & Tavern Employees Welfare Trust, reported by Board Of Trustees-Sacramento Independent Hotel, under EIN 94-6277871 and plan number 501. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124031NAL0026165841005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Sacramento Independent Hotel,
- EIN
- 94-6277871
- Plan number
- 501
- Location
- Aurora, IL
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $973,324
- Participant contributions
- $31,892
- Total income / additions
- $1,280,575
- Benefits paid
- $411,424
- Administrative expenses
- $376,702
- Total expenses
- $788,126
- Net increase / (decrease)
- $492,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $154,653 | not reported in the loaded dataset |
| Magellan Rx Management, LLC | NONE | $83,263 | not reported in the loaded dataset |
| Rael & Letson | NONE | $34,800 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $29,162 | not reported in the loaded dataset |
| Sanchez, Bright,Murchison & Lee,Llp | NONE | $23,926 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $12,000 | not reported in the loaded dataset |
| S&A Horn Limited, Dba Stephen Horn | NONE | $0 | $6,401 |